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Insider Information:   Smith Brad D
Relationship:   Director
City:   Mountain View
State:   CA
   
Insider Summary:
  
   
Companies Owned :   6    
Direct Shares   500,553    

Indirect Shares

   117,961      
Direct Value   $232,890,279    

Indirect Value

   $28,867,748      
Total Shares   618,514      
Total Value   $261,758,027      


Intuit Inc $231,384,743 ALTABA Inc $852,786 Momentive Global Inc $454,432 Amazon.com Inc $62,535 Humana Inc $135,783 Intuit Inc $231,384,743 ALTABA Inc $852,786 Momentive Global Inc $454,432 Amazon.com Inc $62,535 Humana Inc $135,783
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    1    

     Stock price went up :
    0   
    1    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   1.0   
     Percentage Gain/Loss :
     0.0%
 22.1%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Intuit Inc INTU Director 2023-01-18 408,302 2023-01-18 44,311    Premium*  
            ALTABA Inc AABA Director 2012-07-12 43,443 2010-06-24 0    Premium*  
            Nordstrom Inc JWN Director 2013-07-02 0 2021-05-27 60,373    Premium*  
            Momentive Global Inc MNTV Director 2021-06-02 48,088 2019-06-11 0    Premium*  
            Amazon.com Inc AMZN Director 2023-09-13 334 2023-09-13 13,277    Premium*  
            Humana Inc HUM Director 2023-09-15 386 2023-09-15 0    Premium*  
* Premium Members only  

Records found :    200         Free Registration Required For Full Results.    Limit: 25

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  Page 6 of 8
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
INTU Intuit Inc President, CEO and Director   •       •      –    2010-05-24 4 OE $18.72 $983,000 D/D 50,000 118,187 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2010-06-15 4 OE $0.00 $0 D/D 214 68,648 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2010-08-01 4 OE $0.00 $0 D/D 34,000 102,548 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2010-08-23 4 OE $18.72 $972,100 D/D 50,000 51,758 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2010-08-24 4 OE $0.00 $0 D/D 4,241 5,999 0 -
INTU Intuit Inc CEO & President   •       •      –    2010-11-22 4 OE $22.33 $1,116,500 D/D 50,000 54,044 0 -
INTU Intuit Inc CEO & President   •       •      –    2011-08-01 4 OE $0.00 $0 D/D 32,500 37,001 0 -
INTU Intuit Inc President, CEO & Director   •       •      –    2011-08-22 4 OE $0.00 $0 D/D 8,455 32,454 0 -
INTU Intuit Inc President and CEO   •       •      –    2012-01-01 4 OE $0.00 $0 D/D 65,000 93,562 0 -
INTU Intuit Inc President and CEO   •       •      –    2012-02-23 4 OE $22.33 $6,006,200 D/D 260,000 325,015 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2012-08-01 4 OE $0.00 $0 D/D 45,000 110,458 0 -
INTU Intuit Inc CEO, President & Director   •       •      –    2012-08-21 4 OE $0.00 $0 D/D 5,786 95,237 0 -
INTU Intuit Inc CEO, President & Director   •       •      –    2013-02-25 4 OE $31.29 $3,129,000 D/D 100,000 192,555 0 -
INTU Intuit Inc CEO, President & Director   •       •      –    2013-07-01 4/A OE $0.00 $0 D/D 13,970 191,858 0 -
INTU Intuit Inc CEO, President & Director   •       •      –    2013-07-01 4 OE $0.00 $0 D/D 13,970 106,940 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2013-08-01 4 OE $0.00 $0 D/D 32,500 217,068 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2013-08-20 4 OE $0.00 $0 D/D 6,201 206,310 0 -
INTU Intuit Inc CEO and President and Director   •       •      –    2013-09-01 4 OE $0.00 $0 D/D 44,989 248,115 0 -
INTU Intuit Inc CEO and President and Director   •       •      –    2014-02-24 4 OE $30.07 $3,007,000 D/D 100,000 324,640 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2014-07-01 4 OE $0.00 $0 D/D 23,090 242,109 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2014-08-01 4 OE $0.00 $0 D/D 45,000 275,059 0 -
INTU Intuit Inc CEO, President, and Director   •       •      –    2014-08-19 4 OE $0.00 $0 D/D 7,243 258,821 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2014-09-01 4 OE $0.00 $0 D/D 61,665 271,560 0 -
INTU Intuit Inc President, CEO and Director   •       •      –    2014-11-26 4 OE $30.00 $7,800,000 D/D 260,000 383,377 0 -
INTU Intuit Inc CEO, President and Director   •       •      –    2015-02-23 4 OE $27.68 $5,120,800 D/D 185,000 301,140 0 -
  200  Records found
  1   2   3   4   5   6  7   8      
  Page 6 of 8  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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